Actions

What this step does

An Action step updates contact data or related workflow state so the rest of the system stays in sync.

Add an Action step where you want data to update.

Select what should change (field, tag, list, board, etc.).

Trigger the flow once and confirm the update applies.

Update a custom field
Add or remove tags
Add or remove lists
Add a contact to a board, move the contact to a board stage, or remove the contact from a board
Start another flow
Mark a contact as unsubscribed

Only update what you need (avoid too many changes in one step).
Test with a single contact to confirm the action applies correctly.
If an action starts another flow, test with one contact first so you can confirm the next flow starts at the expected step.
If an action changes a board, verify the target board and stage before publishing.

Need to branch based on data first? See Conditions.